Planning for Field Service Project Implementation

Hi Everyone,

Today i am going to share important points to be considered before implementing the Microsoft Dynamics 365 for Field Service Project.

Let's get started.

Planning for Field Service:

Work Order Generation ---> Schedule & Dispatch ---> Service Delivery ---> Review & Bill

Work Order creation: 
How and what information is entered based on the incoming call, email, portal or service agreement?
How does creator mark Work Order as ready to be scheduled.

Schedule and Dispatch:

How will dispatchers interact with Schedule Board, Schedule Assistant?


Perform Work On Site:

Field agents conduct work on site with mobile application. What pre-existing information does field technician need to access and what information he is entering.?


Review & Bill:
Back office reviews and approves completed work. How is follow up work dealt with? How are billing and inventory adjustments carried out?


I hope this helps.

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